If signatures are required on a Med/Clinical document, then add any Required Signatures, found on the left side, before clicking Save Snapshot. This includes BestNotes users (Staff) who are filling out different parts of the Med/Clinical. They are not automatically added as signers, like Template Notes.

NOTE: If BestNotes Support has not set the Master Tx Plan to automatically set the Date Field (upper-right) to current, it will have to be manually changed to a date before clicking Save Snapshot.

Save Snapshot is found in the upper-right corner of the Med/Clinical window tabs. Simply click this button to have a read-only Snapshot version of that document appear on that client's Activity Log.

When Save Snapshot is clicked, a message appears for the user to confirm.

If the user, who creates the Snapshot, needs to sign the document, a second message will display for them.

Refresh the client's Activity Log to see a read-only Snapshot version of the Med/Clinical document. A user can then do the following to this Snapshot version: